Additional Resources

Top Financial Concerns

Featured Financial Advisors

Advisor Compensation

Advisor Credentials

Retirement & Healthcare

Retirement Changes: Health Care, Social Security, and Medicare in 2014

How much do you know about the three largest learning curves that most retirees must face? In dealing with health care costs, Social Security, and Medicare, there are hurdles that can entangle even the savviest retirement-planner, especially when it comes to tracking rules and yearly changes?more

Saving & Investing

How do you choose an optimal combination of investments to help you reach a goal that may be decades away?

When faced with all the decisions that need to be made to ensure you select the proper investments to meet your long-term financial goals, it's easy to become overwhelmed. The answer is to focus on the fundamentals. Make sure to get these basics right?more

Outliving Nest egg

Personal Assets and Investable Assets: New Retirement Income Trends.

As financial experts sound the warning bells about the American retirement planning crisis, and how little the average worker has saved toward his or her golden years, all kinds of questions abound -- what exactly do retiring workers have squirreled away to provide for them when they quit working...more

Business to Personal

5 Key Steps In Planning Your Business's Legacy

When you build a business, you're not simply fulfilling a vision while earning a living; you're also creating a legacy. Enter succession planning: the process of preparing to hand over your company to future leaders. Let's look at how you should start preparing for your company's future management?more

As a local independent financial advisor in Branchburg, NJ, Keith Hawk has a fiduciary duty to act in the best interests of his clients. He works with homeowners ages 60-70 mainly in Hunterdon County...

Known as "Coach Pete" to his listeners and clients, Coach Pete and his firm are a committed group of professional fiduciaries dedicated to providing superior investment advice to their high net worth...

Fee Only Financial Advisor

Fee Only financial advisors are no-commission advisors who only charge for the advice they give. They do not earn commission by selling any Financial Products.
Fee Only advisors help to reduce the conflicts of interest inherent in how they get paid and what they recommend.
Fee only planners primarily focus on providing comprehensive financial solutions. Their fees include charging on a percentage of
assets under management, flat fee or hourly free basis.

Fee Based Financial Advisor

The Fee Based advisors are different from traditional advisor on method of compensation. A fee based financial advisor are those who receive fees paid by you,
and commissions paid to them by a brokerage firm, mutual fund company, insurance company, or investment partnership. Unlike traditional financial advisors who receive a
commission from mutual fund and insurance companies for placing their client's money into their respective products, fee-based advisors earn fees from advice and
they make commissions on some of the products they sell. Thus advisors interests are considered to be more in line with those of their client's.

* Financial Advisors in our network may be dually registered; advisors, in addition to being registered as an RIA, may also be registered representatives offering securities through broker dealers.

Understanding Your Advisor's Credentials

Finding a financial professional can be a daunting task. There are literally thousands of people who
work with portfolios and retirement accounts in the United States, and choosing the right one for you
can seem impossible. How do you choose a needle from a seemingly endless stack of needles? Financial
professionals understand this problem, and do everything that they can to differentiate themselves from
their competitors. Financial advisors have different educational backgrounds, experiences, and work with
different companies - all of which leave you with a host of variables with little solid ground to judge
them by.

This is why special designations were created. They level the playing field, allowing investors to see which advisors have gone that extra step
to make themselves the most qualified professionals. Designations are often earned through required coursework and examinations that test an advisor's knowledge
in various specialized areas. Some designations are designed specifically for advisors who work with retirees, while other designations show specialization in
insurance or business. No two designations are exactly alike, and some are more reknowned than others.

WiserAdvisor strives to bring you an extensive listing of pre-screened financial professionals on the internet.
If you are interested in speaking with one of our professionals, please give us some brief information on our
matching page.

Investor Case Studies

Profile

Gary is in his early 50s, married, corporate hardware and software manager in Minneapolis, MN. He enjoys personal investing and model airplanes / trains.

Portfolio Size:

$800K

Want to evaluate other investment strategies and compensation methods...
...Thankyou WiserAdvisor. We were getting tired of the fees that we were being charged. We don't want to get "nickel & dimed" to death with transaction and management fees

Benefits of Using WiserAdvisor

Advisor Pre-Screening

All advisors have to meet strict screening criteria to be part of our network.

No Conflict of Interest

WiserAdvisor is NOT a financial services company and does NOT offer any financial advice or products.

No Cost

Our Advisor Match service is FREE to consumers. Advisors do pay a fee to be part of our network.

Confidential

We will not share your information with anyone but the advisors who are matched to your financial preferences.

No Obligation

You are not obligated to hire any advisor that you are matched with.

Hundreds of Pre-Screened Advisors

We have advisors from independent RIAs to large broker dealers.

Saves You Time

You will only talk to advisors whose profile matches your financial needs.

* Financial Advisors in our network may be dually registered; advisors, in addition to being registered as an RIA, may also be registered representatives offering securities through broker dealers.
** We pre-screen advisors for:
- Experience (minimum FIVE years required) - Advisor Compensation (fee-based or fee-only*) - Licensing and disclosures with SEC/FINRA.
By using this site you agree to our terms of service. Copyright @ 2018 WiserAdvisor.com. All Rights Reserved.